Sundaram Ultra Short to Short Term Fund · Regular · Growth
NAV
₹3695.3609
as of 29 Sept 2026
Expense Ratio
—
see scheme documents
AUM
₹381 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.17%
- 3Y
- +6.50%
- 5Y
- +5.84%
- Since Inception
- +5.91%
SIP returns (XIRR)
- 1Y
- +5.29%
- 3Y
- +6.13%
- 5Y
- +6.20%
- Since Inception
- +5.65%
Returns calculated from 26 December 2011 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
What history actually did — last 10 years (Sept 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹7,64,019 today — ₹6,00,000 invested, 4.8% XIRR.
₹6,00,000
Invested
₹7,64,019
Value today
4.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,48,448 today (4.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹7,20,463.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹1,42,217 today (1.42×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.72
Sharpe Ratio
—
Alpha
—
Beta
-0.80
Sortino
0.56%
Std Dev
-0.25%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
Sundaram Ultra Short to Short Term Fund · Regular · Growth by Sundaram Mutual Fund is a Ultra Short to Short Term fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Ultra Short to Short Term category.
About This Fund
Sundaram Ultra Short to Short Term Fund · Regular · Growth is a Ultra Short to Short Term mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹381 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Low Duration Debt Index.